Sylvan Financial Management

Sylvan Financial Management is a Chartered and independent financial planning firm that provides financial planning services tailored to clients' needs. They assist clients in achieving their financial goals through objective advice.
  • Investment advice
  • Pension management
  • Inheritance tax planning
  • Independent financial planning
  • Tax-efficient financial strategies

Size
Small
Phone
N/A
Email
N/A
Locations
Sylvan Financial Management Ltd, 5300 Lakeside, SK8 3GP
01615316285
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Equilibrium
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Perspective Financial Group Ltd
Perspective Financial Group Ltd is a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.
Perspective Financial Group Ltd
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Compass Financial
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Carpenter Rees
Carpenter Rees is a financial planning firm dedicated to helping clients achieve their life goals through tailored financial strategies.
Company Details
Sylvan Financial Management is operated by Sylvan Financial Management Ltd and is a Active company incorporated on 2 November 2020 with the registered office located in Cheadle, Greater Manchester. Sylvan Financial Management Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
3
Age
5 years old
Employees
9
Turnover
Unreported
Total Assets
£196.05K
Cash in Bank
£151.62K
Total Liabilities
-£132.66K

Director • PSC • Financial Adviser • British • Lives in England • Born in May 1985
Director • PSC • Financial Adviser • British • Lives in England • Born in Aug 1982
Director • Financial Adviser • British,french • Lives in England • Born in Oct 1984
Mr Adrian George Joseph Edwards
PSC • British,French • Lives in England • Born in Oct 1984
Teams
All
6
Management
4
Finance
4
Support
1
Director • Joined Jan 2021
Head Of Paraplanning • Joined Nov 2021
Director - Chartered Financial Planner • Joined Jan 2021
Director - Chartered Financial Planner • Joined Jan 2021
Administrator • Joined Sep 2024
Trainee Paraplanner • Joined Jan 2024
Director • Joined Jan 2021
Head Of Paraplanning • Joined Nov 2021
Director - Chartered Financial Planner • Joined Jan 2021
Director - Chartered Financial Planner • Joined Jan 2021
Administrator • Joined Sep 2024
Head Of Paraplanning • Joined Nov 2021
Director - Chartered Financial Planner • Joined Jan 2021
Director - Chartered Financial Planner • Joined Jan 2021
Trainee Paraplanner • Joined Jan 2024